JoeHarrish- Financial Advisor Overland Park, KS

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About Joe Harrish

Prime Capital Investment Advisors is a people-first organization. We thrive on collaboration, community and culture. Like any true team, we know that we achieve great things by working together. Prime Capital Investment Advisors was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals. Watch this video to get a peek into the value of working with a Prime Capital Investment Advisor. https://vimeo.com/689800831

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General Information

Firm Start Year

1985

No. of Employees

100-499

CRD#

4734166

Firm CRD#

288712

Insurance License#

7977470

States Licensed in

KS, MO, IA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Joe started his career in financial services at Ozark National Life and N.I.S Financial Services, helping individual clients with their investment and insurance needs. After seven years, he was promoted to Vice President and Agency Director, traveling across the U.S. conducting investment seminars and helping people with their financial plans, while being involved with the business operations of both companies. After eight years of managing 200+ registered representatives and two businesses, he felt that he had established an ideal foundation for starting his career as a financial advisor, and he joined Prime Capital Investment Advisors.

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Disability, Life

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Fee % Based on Assets

.5% - 1.5%

Education

Organizational Management - Business/HR

Colorado Christian University
10/01/1999 -06/01/2001

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888594/paladinregistry-Prime-Capital-Investment-Advisors-detailed-disclosure.html

Disclaimer

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (PCIA), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (PCWM) and Qualified Plan Advisors (QPA).

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Joe Harrish

Prime Capital Investment Advisors